To send a follow-up letter to the referral source:
From the Location tab, select To Do > Referral Follow-Up List.
Use the filters to refine the list.
Select the patient. Appointment details are expanded.
Click Send Follow-Up.
Select Letter.
Use the Using Letter/Email Template search field to select a template. The contents of the template are displayed in the main panel.
Select the treatment plan the correspondence is referencing.
Select Edit This Letter. The correspondence becomes editable.
Use the edit controls to add, delete, or remove content as needed.
Click Save Letter.
Click Send All.